93trades · $2.9M est.
0%
disclosed on time · 37 late, worst 6d over
$7.6Mest. assets · Annual (2026)
Since nomination
Nominee 278 (03/31/2025) vs Annual (2026)Still holds
78 positions · $4.6M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Ueland Consulting LLC (Consultancy.) | Employment assets | Self | $250K – $500K | $250K – $500K |
| Vanguard Value Index Fund ETF Shares VTV | Employment assets | Self | $250K – $500K | $250K – $500K |
| Vanguard Growth Index Fund ETF Class Shares VUG | Employment assets | Self | $100K – $250K | $250K – $500K |
| iShares Core MSCI EAFE ETF IEFA | Employment assets | Self | $100K – $250K | $100K – $250K |
| Neuberger Berman Strategic Income Fund Institutional Class Shares NSTLX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Nuveen Strategic Income Fund Class I Shares FCBYX | Employment assets | Self | $100K – $250K | $100K – $250K |
| PIMCO Income Fund Class I-2 Shares PONPX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Franklin Income Fund Class A1 Shares FKINX | Other assets | — | $100K – $250K | $100K – $250K |
| U.S. bank #1 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| U.S. bank #3 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| U.S. bank #4 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| American Funds Insurance Series - Asset Allocation Fund | Other assets | — | $100K – $250K | $100K – $250K |
| American Funds Capital Income Bldr R6 | Other assets | — | $100K – $250K | $100K – $250K |
| LVIP Government Money Market Fund | Other assets | — | $100K – $250K | $100K – $250K |
| SPDR Dow Jones Industrial Average ETF Trust DIA | Employment assets | Self | $50K – $100K | $100K – $250K |
| Vanguard 500 Index Fund ETF Shares VOO | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Value Index Fund ETF Shares VTV | Employment assets | Self | $50K – $100K | $50K – $100K |
| iShares Core MSCIEmerging Markets ETF IEMG | Employment assets | Self | $50K – $100K | $50K – $100K |
| Schwab Short-Term US Treasury ETF SCHO | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Growth Index Fund ETF Class Shares VUG | Employment assets | Self | $15K – $50K | $50K – $100K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Employment assets | Self | $15K – $50K | $50K – $100K |
| iShares Core MSCIEmerging Markets ETF IEMG | Employment assets | Self | $15K – $50K | $15K – $50K |
| iShares Core MSCI EAFE ETF IEFA | Employment assets | Self | $15K – $50K | $15K – $50K |
| Neuberger Berman Strategic Income Fund Institutional Class Shares NSTLX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Nuveen Strategic Income Fund Class I Shares FCBYX | Employment assets | Self | $15K – $50K | $15K – $50K |
| PIMCO Income Fund Class I-2 Shares PONPX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Small-Cap Growth Index Fund ETF Class Shares VBK | Employment assets | Self | $15K – $50K | $15K – $50K |
| Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares CPXIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Lord Abbett Floating Rate Fund Class I Shares LFRIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Fidelity Advisor Municipal Income Fund Class I Shares FROGX | Other assets | — | $15K – $50K | $15K – $50K |
| iShares Russell 1000 Growth ETF IWF | Other assets | — | $15K – $50K | $15K – $50K |
| iShares Russell 1000 Value ETF IWD | Other assets | — | $15K – $50K | $15K – $50K |
| MFS Municipal Income Fund Class I Shares MIMIX | Other assets | — | $15K – $50K | $15K – $50K |
| SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF SHM | Other assets | — | $15K – $50K | $15K – $50K |
| Invesco QQQ Trust, Series 1 QQQ | Other assets | — | $15K – $50K | $15K – $50K |
| iShares Russell 1000 Value ETF IWD | Other assets | — | $15K – $50K | $15K – $50K |
| Knights of Columbus Whole Life Insurance | Other assets | — | $15K – $50K | $15K – $50K |
| Knights of Columbus Whole Life Insurance | Other assets | — | $15K – $50K | $15K – $50K |
| American Balanced Fund Class 529-A Shares CLBAX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Value Index Fund ETF Shares VTV | Spouse's assets | Spouse | $1K – $15K | $15K – $50K |
| iShares Core MSCIEmerging Markets ETF IEMG | Other assets | — | $1K – $15K | $15K – $50K |
| Delaware Small Cap Core Fund Institutional Class Shares DCCIX | Other assets | — | $1K – $15K | $15K – $50K |
| U.S. bank #2 (cash) | Other assets | — | $15K – $50K | $1K – $15K |
| Schwab Short-Term US Treasury ETF SCHO | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Small-Cap Growth Index Fund ETF Class Shares VBK | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Employment assets | Self | $1K – $15K | $1K – $15K |
| Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares CPXIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Lord Abbett Floating Rate Fund Class I Shares LFRIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| FedFund Premier Shares BUPXX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Invesco Emerging Markets Sovereign Debt ETF PCY | Employment assets | Self | $1K – $15K | $1K – $15K |
| iShares Core MSCIEmerging Markets ETF IEMG | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| iShares Core MSCI EAFE ETF IEFA | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Schwab Short-Term US Treasury ETF SCHO | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Vanguard Growth Index Fund ETF Class Shares VUG | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Vanguard Small-Cap Growth Index Fund ETF Class Shares VBK | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares CPXIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Lord Abbett Floating Rate Fund Class I Shares LFRIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Neuberger Berman Strategic Income Fund Institutional Class Shares NSTLX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Nuveen Strategic Income Fund Class I Shares FCBYX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| PIMCO Income Fund Class I-2 Shares PONPX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| FedFund Premier Shares BUPXX | Other assets | — | $1K – $15K | $1K – $15K |
| BlackRock Equity Dividend Fund Institutional Shares MADVX | Other assets | — | $1K – $15K | $1K – $15K |
| Causeway International Value Fund Institutional Class Shares CIVIX | Other assets | — | $1K – $15K | $1K – $15K |
| Edgewood Growth Fund Institutional Class Shares EGFIX | Other assets | — | $1K – $15K | $1K – $15K |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs GSIMX | Other assets | — | $1K – $15K | $1K – $15K |
| iShares Core MSCI International Developed Markets ETF IDEV | Other assets | — | $1K – $15K | $1K – $15K |
| MFS Value Fund Class I Shares MEIIX | Other assets | — | $1K – $15K | $1K – $15K |
| VanEck Vectors High-Yield Municipal Index ETF HYD | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Russell 1000 Growth Index Fund ETF Shares VONG | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Total International Bond Index Fund ETF Shares BNDX | Other assets | — | $1K – $15K | $1K – $15K |
| iShares Broad USD High Yield Corporate Bond ETF USHY | Other assets | — | $1K – $15K | $1K – $15K |
| American Balanced Fund Class 529-A Shares CLBAX | Other assets | — | $1K – $15K | $1K – $15K |
| FedFund Institutional Shares TFDXX | Other assets | — | $500K – $1M | Under $1K |
| FedFund Premier Shares BUPXX | Employment assets | Self | Under $1K | Under $1K |
| Invesco Emerging Markets Sovereign Debt ETF PCY | Employment assets | Self | Under $1K | Under $1K |
| FedFund Premier Shares BUPXX | Spouse's assets | Spouse | Under $1K | Under $1K |
| Invesco Emerging Markets Sovereign Debt ETF PCY | Spouse's assets | Spouse | Under $1K | Under $1K |
New positions
1 position · $3M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Residential Real Estate, Arlington, VA | Other assets | — | $1M – $5M |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| PONPX PIMCO Income Fund Class I-2 Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| NSTLX Neuberger Berman Strategic Income Fund Institutional Class Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| FCBYX Nuveen Strategic Income Fund Class I Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| SCHO Schwab Short-Term US Treasury ETF | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VBK Vanguard Small-Cap Growth Index Fund ETF Class Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VBR Vanguard Small-Cap Value Index Fund ETF Class Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Buy | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| NSTLX Neuberger Berman Strategic Income Fund Institutional Class Shares | Buy | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| LFRIX Lord Abbett Floating Rate Fund Class I Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| FCBYX Nuveen Strategic Income Fund Class I Shares | Buy | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| PCY Invesco Emerging Markets Sovereign Debt ETF | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| IEMG iShares Core MSCIEmerging Markets ETF | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| SCHO Schwab Short-Term US Treasury ETF | Sell | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VBK Vanguard Small-Cap Growth Index Fund ETF Class Shares | Sell | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VBR Vanguard Small-Cap Value Index Fund ETF Class Shares | Sell | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| IEFA iShares Core MSCI EAFE ETF | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VBR Vanguard Small-Cap Value Index Fund ETF Class Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| SCHO Schwab Short-Term US Treasury ETF | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| MEIIX MFS Value Fund Class I Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| MIMIX MFS Municipal Income Fund Class I Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| FROGX Fidelity Advisor Municipal Income Fund Class I Shares | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | $15K – $50K | Self | Jul 15, 2026 | 6d late filing ↗ |
| SHM SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| HYD VanEck Vectors High-Yield Municipal Index ETF | Buy | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| DCCIX Delaware Small Cap Core Fund Institutional Class Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| EGFIX Edgewood Growth Fund Institutional Class Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| IDEV iShares Core MSCI International Developed Markets ETF | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| BNDX Vanguard Total International Bond Index Fund ETF Shares | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| IWF iShares Russell 1000 Growth ETF | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| IWD iShares Russell 1000 Value ETF | Sell | $1K – $15K | Self | Jul 15, 2026 | 6d late filing ↗ |
| TFDXX FedFund Institutional Shares | Sell | $500K – $1M | — | Dec 15, 2025 | filing ↗ |
| FKINX Franklin Income Fund Class A1 Shares | Sell | $50K – $100K | — | Dec 15, 2025 | filing ↗ |
| USHY iShares Broad USD High Yield Corporate Bond ETF | Buy | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| HYD VanEck Vectors High-Yield Municipal Index ETF | Buy | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| SHM SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF | Buy | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| IDEV iShares Core MSCI International Developed Markets ETF | Buy | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| DCCIX Delaware Small Cap Core Fund Institutional Class Shares | Buy | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| IWF iShares Russell 1000 Growth ETF | Buy | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| GOVT iShares US Treasury Bond ETF | Sell | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| MIMIX MFS Municipal Income Fund Class I Shares | Sell | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| FROGX Fidelity Advisor Municipal Income Fund Class I Shares | Sell | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| SCHA Schwab US Small-Cap ETF | Sell | $1K – $15K | — | Mar 13, 2025 | filing ↗ |
| LFRIX Lord Abbett Floating Rate Fund Class I Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| FCBYX Nuveen Strategic Income Fund Class I Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| NSTLX Neuberger Berman Strategic Income Fund Institutional Class Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| VBR Vanguard Small-Cap Value Index Fund ETF Class Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| VBK Vanguard Small-Cap Growth Index Fund ETF Class Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| VTV Vanguard Value Index Fund ETF Shares | Buy | $15K – $50K | — | Mar 6, 2025 | filing ↗ |
| IEFA iShares Core MSCI EAFE ETF | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| VUG Vanguard Growth Index Fund ETF Class Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| IEMG iShares Core MSCIEmerging Markets ETF | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| LFRIX Lord Abbett Floating Rate Fund Class I Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| FCBYX Nuveen Strategic Income Fund Class I Shares | Buy | $15K – $50K | — | Mar 6, 2025 | filing ↗ |
| NSTLX Neuberger Berman Strategic Income Fund Institutional Class Shares | Buy | $15K – $50K | — | Mar 6, 2025 | filing ↗ |
| CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares | Buy | $1K – $15K | — | Mar 6, 2025 | filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Buy | $15K – $50K | — | Mar 6, 2025 | filing ↗ |
| LFRIX Lord Abbett Floating Rate Fund Class I Shares | Buy | $15K – $50K | — | Mar 6, 2025 | filing ↗ |
| CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares | Buy | $15K – $50K | — | Mar 6, 2025 | filing ↗ |
| FCBYX Nuveen Strategic Income Fund Class I Shares | Buy | $100K – $250K | — | Mar 6, 2025 | filing ↗ |
| NSTLX Neuberger Berman Strategic Income Fund Institutional Class Shares | Buy | $100K – $250K | — | Mar 6, 2025 | filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Buy | $100K – $250K | — | Mar 6, 2025 | filing ↗ |
| TLT iShares 20+ Year Treasury Bond ETF | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| BNDX Vanguard Total International Bond Index Fund ETF Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| MBB iShares MBS ETF | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| VGIT Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| BNDX Vanguard Total International Bond Index Fund ETF Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| TIP iShares TIPS Bond ETF | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| TLT iShares 20+ Year Treasury Bond ETF | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| PGX Invesco Preferred ETF | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| VGIT Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| MBB iShares MBS ETF | Sell | $15K – $50K | — | Feb 26, 2025 | filing ↗ |
| TIP iShares TIPS Bond ETF | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| MBB iShares MBS ETF | Sell | $100K – $250K | — | Feb 26, 2025 | filing ↗ |
| VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares | Sell | $50K – $100K | — | Feb 26, 2025 | filing ↗ |
| PGX Invesco Preferred ETF | Sell | $1K – $15K | — | Feb 26, 2025 | filing ↗ |
| VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares | Sell | $50K – $100K | — | Feb 26, 2025 | filing ↗ |
| VGIT Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares | Sell | $15K – $50K | — | Feb 26, 2025 | filing ↗ |
| BNDX Vanguard Total International Bond Index Fund ETF Shares | Sell | $15K – $50K | — | Feb 26, 2025 | filing ↗ |
| TLT iShares 20+ Year Treasury Bond ETF | Sell | $50K – $100K | — | Feb 26, 2025 | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
89 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Ueland Consulting LLC (Consultancy.) | Self | $250K – $500K | Consulting Fees · $570.4K |
| The Heritage Foundation | Self | — | Fellowship income to Ueland Consulting LLC · $55K |
| IRA #1 | Self | — | — |
| SPDR Dow Jones Industrial Average ETF Trust DIA | Self | $100K – $250K | — |
| Vanguard 500 Index Fund ETF Shares VOO | Self | $50K – $100K | — |
| IRA #2 | Self | — | — |
| FedFund Premier Shares BUPXX | Self | Under $1K | — |
| Invesco Emerging Markets Sovereign Debt ETF PCY | Self | Under $1K | — |
| iShares Core MSCIEmerging Markets ETF IEMG | Self | $15K – $50K | — |
| iShares Core MSCI EAFE ETF IEFA | Self | $15K – $50K | — |
| Schwab Short-Term US Treasury ETF SCHO | Self | $1K – $15K | — |
| Vanguard Growth Index Fund ETF Class Shares VUG | Self | $50K – $100K | — |
| Vanguard Small-Cap Growth Index Fund ETF Class Shares VBK | Self | $1K – $15K | — |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Self | $1K – $15K | — |
| Vanguard Value Index Fund ETF Shares VTV | Self | $50K – $100K | — |
| Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares CPXIX | Self | $1K – $15K | — |
| Lord Abbett Floating Rate Fund Class I Shares LFRIX | Self | $1K – $15K | — |
| Neuberger Berman Strategic Income Fund Institutional Class Shares NSTLX | Self | $15K – $50K | — |
| Nuveen Strategic Income Fund Class I Shares FCBYX | Self | $15K – $50K | — |
| PIMCO Income Fund Class I-2 Shares PONPX | Self | $15K – $50K | — |
| IRA #3 | Self | — | — |
| FedFund Premier Shares BUPXX | Self | $1K – $15K | — |
| Invesco Emerging Markets Sovereign Debt ETF PCY | Self | $1K – $15K | — |
| iShares Core MSCIEmerging Markets ETF IEMG | Self | $50K – $100K | — |
| iShares Core MSCI EAFE ETF IEFA | Self | $100K – $250K | — |
| Schwab Short-Term US Treasury ETF SCHO | Self | $50K – $100K | — |
| Vanguard Growth Index Fund ETF Class Shares VUG | Self | $250K – $500K | — |
| Vanguard Small-Cap Growth Index Fund ETF Class Shares VBK | Self | $15K – $50K | — |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Self | $50K – $100K | — |
| Vanguard Value Index Fund ETF Shares VTV | Self | $250K – $500K | — |
| Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares CPXIX | Self | $15K – $50K | — |
| Lord Abbett Floating Rate Fund Class I Shares LFRIX | Self | $15K – $50K | — |
| Neuberger Berman Strategic Income Fund Institutional Class Shares NSTLX | Self | $100K – $250K | — |
| Nuveen Strategic Income Fund Class I Shares FCBYX | Self | $100K – $250K | — |
| PIMCO Income Fund Class I-2 Shares PONPX | Self | $100K – $250K | — |
| Diocese of Arlington | Spouse | — | salary |
| IRA #1 | Spouse | — | — |
| FedFund Premier Shares BUPXX | Spouse | Under $1K | — |
| Invesco Emerging Markets Sovereign Debt ETF PCY | Spouse | Under $1K | — |
| iShares Core MSCIEmerging Markets ETF IEMG | Spouse | $1K – $15K | — |
| iShares Core MSCI EAFE ETF IEFA | Spouse | $1K – $15K | — |
| Schwab Short-Term US Treasury ETF SCHO | Spouse | $1K – $15K | — |
| Vanguard Growth Index Fund ETF Class Shares VUG | Spouse | $1K – $15K | — |
| Vanguard Small-Cap Growth Index Fund ETF Class Shares VBK | Spouse | $1K – $15K | — |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Spouse | $1K – $15K | — |
| Vanguard Value Index Fund ETF Shares VTV | Spouse | $15K – $50K | — |
| Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares CPXIX | Spouse | $1K – $15K | — |
| Lord Abbett Floating Rate Fund Class I Shares LFRIX | Spouse | $1K – $15K | — |
| Neuberger Berman Strategic Income Fund Institutional Class Shares NSTLX | Spouse | $1K – $15K | — |
| Nuveen Strategic Income Fund Class I Shares FCBYX | Spouse | $1K – $15K | — |
| PIMCO Income Fund Class I-2 Shares PONPX | Spouse | $1K – $15K | — |
| Catholic Diocese of Arlington, defined benefit plan (value not readily ascertainable) | Spouse | — | — |
| FedFund Premier Shares BUPXX | — | $1K – $15K | — |
| BlackRock Equity Dividend Fund Institutional Shares MADVX | — | $1K – $15K | — |
| Causeway International Value Fund Institutional Class Shares CIVIX | — | $1K – $15K | $201 – $1K |
| Edgewood Growth Fund Institutional Class Shares EGFIX | — | $1K – $15K | — |
| Fidelity Advisor Municipal Income Fund Class I Shares FROGX | — | $15K – $50K | $201 – $1K |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs GSIMX | — | $1K – $15K | — |
| iShares Russell 1000 Growth ETF IWF | — | $15K – $50K | — |
| iShares Russell 1000 Value ETF IWD | — | $15K – $50K | $201 – $1K |
| iShares Core MSCIEmerging Markets ETF IEMG | — | $15K – $50K | $201 – $1K |
| iShares Core MSCI International Developed Markets ETF IDEV | — | $1K – $15K | $201 – $1K |
| Delaware Small Cap Core Fund Institutional Class Shares DCCIX | — | $15K – $50K | — |
| MFS Municipal Income Fund Class I Shares MIMIX | — | $15K – $50K | $201 – $1K |
| MFS Value Fund Class I Shares MEIIX | — | $1K – $15K | — |
| SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF SHM | — | $15K – $50K | $201 – $1K |
| VanEck Vectors High-Yield Municipal Index ETF HYD | — | $1K – $15K | — |
| Vanguard Russell 1000 Growth Index Fund ETF Shares VONG | — | $1K – $15K | — |
| Vanguard Total International Bond Index Fund ETF Shares BNDX | — | $1K – $15K | — |
| Franklin Income Fund Class A1 Shares FKINX | — | $100K – $250K | $1K – $2.5K |
| Invesco QQQ Trust, Series 1 QQQ | — | $15K – $50K | — |
| iShares Russell 1000 Value ETF IWD | — | $15K – $50K | $201 – $1K |
| U.S. bank #1 (cash) | — | $100K – $250K | Interest · $5K – $15K |
| FedFund Institutional Shares TFDXX | — | Under $1K | — |
| U.S. bank #2 (cash) | — | $1K – $15K | Interest |
| U.S. bank #3 (cash) | — | $100K – $250K | Interest |
| U.S. bank #4 (cash) | — | $100K – $250K | Interest · $201 – $1K |
| Knights of Columbus Whole Life Insurance | — | $15K – $50K | Dividends · $201 – $1K |
| Knights of Columbus Whole Life Insurance | — | $15K – $50K | Dividends · $201 – $1K |
| Lincoln Financial, variable annuity | — | — | — |
| American Funds Insurance Series - Asset Allocation Fund | — | $100K – $250K | $1K – $2.5K |
| American Funds Capital Income Bldr R6 | — | $100K – $250K | $1K – $2.5K |
| LVIP Government Money Market Fund | — | $100K – $250K | $2.5K – $5K |
| iShares Broad USD High Yield Corporate Bond ETF USHY | — | $1K – $15K | — |
| 529 plan #1 - Virginia (College America) College Savings Plan | — | — | — |
| American Balanced Fund Class 529-A Shares CLBAX | — | $1K – $15K | — |
| 529 plan #2 - Virginia (College America) College Savings Plan | — | — | — |
| American Balanced Fund Class 529-A Shares CLBAX | — | $15K – $50K | — |
| Residential Real Estate, Arlington, VA | — | $1M – $5M | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.